# Foundersuite Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Foundersuite the right Investment Management solution for you? Explore 110 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/144844/Foundersuite/reviews --- Foundersuite 4.7 (110) [View alternatives](https://www.capterra.com/p/144844/Foundersuite/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Foundersuite Ease of use 4.6 Customer Service 4.8 ## Pros and Cons in Reviews SA Sanjay A FounderEducation Management, 2 - 10 employeesUsed the software for: Less than 6 months. “Having a power investor CRM database was absolutely key for us during the round and I am convinced it is one of the reasons we were able to achieve a fully subscriber round.“ February 6, 2023 JH Jason H Co-FounderManagement Consulting, 2 - 10 employeesUsed the software for: Less than 6 months. “They use external email integration engine which is most likely banned by Google Suite default security/privacy. “ November 11, 2022 AN Aleksandra N Head of Ops & Strategic ProjectsMarketing and Advertising, 51 - 200 employeesUsed the software for: Less than 6 months. “A huge advantage is, there is a built-in data room feature that can be activated at any time (at additional fee)“ August 6, 2022 AF Alex F CEOSporting Goods, 2 - 10 employeesUsed the software for: 6-12 months. “The UX for individual investors could be more developed. But for the price of this package, nothing significant that I did not like.“ January 31, 2023 SY Stephanie Y CEOBiotechnology, 2 - 10 employeesUsed the software for: Less than 6 months. “It makes me excited to search and add more investors and update them on my raise's progress.“ June 10, 2022 CG Chris G CGO & Co-founderComputer Software, 2 - 10 employeesUsed the software for: 6-12 months. “I use a lot of CRMs and many of them have things that are just getting in your way and you don’t require.“ September 20, 2022 CG Chris G CGO & Co-founderComputer Software, 2 - 10 employeesUsed the software for: 6-12 months. “As well as this \[SENSITIVE CONTENT\] went out of his way to give me feedback on my pitch and deck and this was amazing!“ September 20, 2022 AN Aleksandra N Head of Ops & Strategic ProjectsMarketing and Advertising, 51 - 200 employeesUsed the software for: Less than 6 months. “Can't really think about any major disadvantages.“ August 6, 2022 ## Showing most helpful reviews Showing 1-25 of 110 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Adam C. founder / ceo Used the software for: Less than 6 months ### "The best thing I've ever seen for raising capital for a start-up" December 18, 2017 5.0 A huge time-saver. The best fundraising-management platform I've ever seen. Pros I started using Foundersuite a couple of months ago to manage my fundraising campaign for dineoutwith.us, and it has been a huge labor-saver for what is always a difficult and time-consuming process. The platform is very well thought-out, has all of the major features an entrepreneur would want to manage that first, all-important, do-it-yourself campaign, and is easily customizable. I've also been very impressed with how responsive their team has been, and in particular to adding a couple of new features that I thought were really important (one example: they recently upgraded their custom field feature so that you can create it for a single investor lead and have it be applied to all other investors. This is so much easier than the kinds of global configuration changes that other CRM systems I've used have required). I can't really say enough about how great they've been in engaging on features suggestions. Nathan has really welcomed suggestions and been open and honest about limitations - a rare thing these days, when most SaaS vendors are more interested in diverting legitimate suggestions, or telling you why they're really not important and you should want them - and whether they'd be addressed. I also really like the Kanban board / drag and drop interface that lets you move things around to different stages. Lastly, I can't say enough Cons It's clearly a quickly-evolving product, and there are a few features that they haven't gotten to yet. One is that although the system integrates with gmail, there is as of yet no ability to send emails through the system itself (as you can with systems like Insightly and HubSpot). In this same realm, when you add a new contact to Foundersuite it adds to the contact record a history of ALL emails with that person, including ones on which they were cc'd. I'd much rather be able to select which emails are added. (You can delete ones that you don't want, but that's a pretty time-consuming process that would be better handled upfront. Another way to do it would be to be to set date range parameters for emails so that the entire history wasn't there.) Review Source TB Todd B. Founder Marketing and Advertising Used the software for: Less than 6 months ### "Great Value for the Investment" May 6, 2024 5.0 Customer Support is spot on. Very responsive and was able to quickly resolve any and all issues I have had. Pros Ease of use. Allowed me to quickly segment and pipeline the target investors I was looking for. After securing my lists I was able to contact many in bulk, and have already started receiving responses. Very happy with the product as compared to others I have tried. Cons Still improving and I would like to see the Pitch Deck emails and the Regular Emails tied better in the performance results. But regardless they are both tracked and it was good to see action. Alternatives considered [Wellfound](https://www.capterra.com/p/228545/Wellfound/) Reason for choosing Foundersuite Price and they had great reviews and I was not disappointed in choosing their services. Review Source Response from Foundersuite May 10, 2024 Thank you very much for the review! We are glad you liked the product. We are redesigning the Email tool and will have a dashboard with more analytics. VR Verified Reviewer Founder / CEO Used the software for: 6-12 months ### "Useful but kinda clunky and overpriced for an early stage startup" December 20, 2017 3.0 Pros The investor reports are nice and easy to assemble...I need more characters but there isn't enough great things to say lol Cons Kan ban is a GREAT concept but shows less-important important info on the cards. No way to customize. And editing investor details is a pain. Haven't seen updates in awhile (reports could use some more functionality to make them great). Review Source Response from Foundersuite December 21, 2017 Thanks for the review. I'd like to invite the reviewer back to take another test drive... after a lull in the earlier part of 2017, we've been adding a TON of new features... ability to add VC Firms, ability to add custom fields on the investor cards, improved CSV import, etc. As for the investor Updater tool, we are just about to launch new KPI Table (in code review) plus a tool to automatically send reports (plus track the amount of time investors spent reading your reports). Lots of good things in the works -- come back and check out what's new :) BC Bob C. Managing Director Venture Capital & Private Equity Used the software for: 6-12 months ### "Fundraising CRM" November 20, 2020 5.0 I think you know if you picked the right tool if you just never wonder whether there's something better. I have never wondered. Pros Foundersuite is simple, there's virtually zero setup/configuration, everything is tuned to fundraising... and it just works. I've raised capital for 5 startups (and now for a venture fund) and I have used everything from a spreadsheet to enterprise-class CRMs to manage the fundraising process. They were all a kludge. Honestly, I regret that I didn't try Foundersuite on a previous startup. One subtle, be very helpful, feature that I really appreciate is the burn-down activity tracker. I can, at a glance, see who I need to follow up with. The live support chat has been impressive. Cons I would like to see a more-flexible implementation of the investor (i.e., LP) update tool. Alternatives considered [Close](https://www.capterra.com/p/132667/Close-io/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reason for choosing Foundersuite Foundersuite promised to be a purpose-build CRM that was adapted to my purpose, i.e., fundraising. I started with the trial account and it became clear that it was the right tool. Review Source Response from Foundersuite November 23, 2020 Bob thank you for the review! Glad to see our platform is serving the needs of venture capital firms. Best wishes for your fund. AN Aleksandra N. Head of Ops & Strategic Projects Marketing and Advertising Used the software for: Less than 6 months ### "Great platform to manage a fundraising process " August 6, 2022 5.0 Pros I compared a few tools before going with Foundersuite and it was an excellent choice. The platform has all the features necessary to manage a fundraising process and communicate with potential invesoters at every stage. A huge advantage is, there is a built-in data room feature that can be activated at any time (at additional fee) so we could stick to a single platform during a due diligence stage. Cons Can't really think about any major disadvantages. The sync with my teams' email didn't work properly at the beginning but Foundersuite provided a great support and fixed it quickly. Alternatives considered [Visible for Companies](https://www.capterra.com/p/147240/Visible/) Reason for choosing Foundersuite Foundersuite has a built-in data room, and they were great during a demo call. Review Source SY Stephanie Y. CEO Biotechnology Used the software for: Less than 6 months ### "Draper University Student Turned FounderSuite SUPERFAN" June 10, 2022 5.0 Pros I have never felt so organized during this fundraising progress. After \[SENSITIVE CONTENT\] showed Draper University his strategy for using this product, my life was changed. I subscribed that minute. FounderSuite has made fundraising organization for this first time founder way more manageable. It makes me excited to search and add more investors and update them on my raise's progress. Thank you so much FounderSuite! Cons There is a bit of a learning curve in the beginning, but the software is so streamlined that it isn't too hard to figure out when you make a mistake! Switched from [Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) FounderSuite is way more interactive and streamlined. It has made my fundraising journey so much more enjoyable. Review Source Steve C. CEO Internet Used the software for: 1-2 years ### "Think of Foundersuite as an essential starter kit for any early stage pre-VC startup" December 19, 2017 5.0 This software makes the fundraising process so much more efficient and effective. I'm familiar with the kanban model in the context of both sales and product management - So it's a no-brainer that it would also work in the context of fundraising. Because Foundersuite focuses on the fundraising process and was designed for entrepreneurs like myself, it's like a one-stop shop for all my needs as an early-stage startup. I can keep track of all my leads and prospects in one place, and the seamless integration with LinkedIn and AngelList means I don't have to switch back-and-forth between applications and manage all of my contacts in a decentralized way. The additional startup documents and resources that Foundersuite provides means I have everything I need to eventually raise an institutional round of funding. Pros The software is full of really helpful content and features. What's better is that it's very intuitive and easy to use. The kanban board concept works really well with fundraising, and I like that they've expanded their investor list beyond just AngelList. Finally, the customer support and his team is top-notch! Any time I have a question about anything related to Foundersuite or fundraising in general, he was always quick to respond with valuable insights. As a Foundersuite customer, I feel like I'm getting the services of a great advisor on top of the software itself! Cons If only the software could actually raise my next round for me... maybe if the A.I. continues to evolve :) Review Source Jake T. COO Financial Services Used the software for: Less than 6 months ### "When the CEO is active in customer support, you know you've got a company that'll work for you." March 1, 2018 5.0 Like stated in the review. It makes the job of managing investors easy, and gives you a mini-accelerator type feel to help you through your journey. Great find. Pros Amazingly simple interface, yet robust in value. It has an investor CRM, which makes managing potential leads so much easier. It has an investor dashboard and investor update features, accelerating your professionalism to your current investors. Life maybe easy with 1 or 2 investors, but as you start bringing in more angels/VC's, giving real-time updates becomes cumbersome... not anymore. Then there are the start-up tools. The best way to describe it is like a mini-accelerator, providing instrumental documents and discounts on the resources every start-up needs to get off the ground. It's likely that you could recover the value of the cost of membership from this service alone. Cons This is not a con by any means, but is most appropriate to be put here: The worth of this platform is directly tied to your commitment to utilize it to your fullest capability. Meaning this isn't like Netflix, where you can pay the fee, and get the maximum benefit automatically. I say this knowing that the majority of users that will use Foundersuite are start-up entrepreneurs, and as such, I severely doubt there will be any missed value due to complacency. Bottom Line: Pony up the dough if you have it. Even if that means sacrificing that new YoutubeTV account... it's worth it. Review Source Timmy W. Chief Executive Officer Used the software for: 2+ years ### "Effective, intuitive, easy onboarding and friction-free, instant adoption by my organization." December 22, 2017 5.0 Ease of use, disciplined focus, and functionality. Ability to get company-wide adoption. Pros Foundersuite simply puts you in the mindset you need to be in investor outreach without distraction. Because it is disciplined in its focus and robust functionality, it was very easy to communicate, onboard and gain adoption throughout my team. There is something about the UI that lets you gain confidence in pulling the trigger in capital raise campaigns and investor relations. The customer support has been top-notch. This goes a long way. Cons Nothing specific comes to mind - there was a UI layout for specific campaigns that confused me for a period but was revamped and improved greatly. Review Source Sidney N. General Partner Financial Services Used the software for: 6-12 months ### "Great product and customer support! " February 25, 2021 5.0 I've tried several CRMs and Foundersuite has been the most user-friendly by far. I'm particularly impressed with their tech support and quite often find myself chatting with \[SENSITIVE CONTENT HIDDEN\] Pros I really enjoy how intuitive it is. At the same time, the more I use it, the more useful the platform becomes. Foundersuite offers a turnkey solution while allowing for customization, something especially invaluable for emerging fund managers. Cons No platform is perfect and there are some (minor) areas for improvement. For instance, depending on the volume of information accessed, it might take a couple of seconds to load the data. I have also come across incomplete data while searching for investors. Review Source Response from Foundersuite March 2, 2021 Sidney, thank you for the review! It is encouraging to see many emerging venture capital fund managers such as yourself successfully using the platform. Thank you. JB John B. NA Hospital & Health Care Used the software for: 2+ years ### "It's your time and money. " September 5, 2024 5.0 I could have used it more. It is outstanding and it does take the creation of a habit. Pros For the entrepreneur, the value is priceless. It organizes and automates so much of the chunkiness or clunkiness (my autocorrect doesn't like that word) for the start-up and raising money. Each youtube tutorial is worth a month's SaaS. you can spend lots of money and time with "consultants and advisors" or use Foundersuite. Your choice. Cons It's like any discipline. you need to work on it every day for 60 days minimum and then you will reap the value. Review Source Response from Foundersuite September 6, 2024 Thank you very much for the review and feedback. Agreed that it takes the creation of a habit... we like to compare it to going to the gym... if you put in the effort -- consistently -- you WILL see results! VR Verified Reviewer CEO & Co-founder Used the software for: 2+ years ### "Great software that fills a much needed market niche." December 15, 2017 4.0 Managing and tracking our investor pipeline. That's our #1 use. Pros \* My daily go-to tool for fundraising! \* Fills much needed demand / market niche \* Relatively easy to use \* Gmail integration Cons \* Inconsistent UX / can be confusing at times. \* Some features change behavior with generation updates... quirkiness \* Wish it had a mobile app Review Source SS Steve S. Founder Information Technology and Services Used the software for: Less than 6 months ### "Foundersuite experience" March 1, 2019 5.0 I'm working on trying to raise funds. So, that's a very important thing for me. I think reading some of the materials and seeing the video Representative linked to me about what you should and shouldn't do and how to get warm intros is highly valuable. There should almost be a warning when you start using the CRM that you need to learn more before trying to contact people. Pros I love the ability to search for potential investors. It's super powerful. Being able to read how they approach funding and what they offer (pre-seed, seed, Series A) as well as if they have geographical preferences is a great way to start prequalifying leads. Cons I would love to be able to play with cap tables online. I didn't expect it to have a cap table but it would be helpful. I like that there's a document area that provides thought leadership type material but was a little challenging (being so new to the area of fundraising) to understand what might be useful. The titles are certiainly helpful but descriptions would be even better. I also like the idea of the marketplace but there doesn't really seem to be much that I need. Maybe you could do a deal with a hosting provider and an image provider like icons8.com. Review Source CG Chris G. CGO & Co-founder Computer Software Used the software for: 6-12 months ### "\[SENSITIVE CONTENT\] and Foundersuite are the Best" September 20, 2022 5.0 I use a lot of CRMs and many of them have things that are just getting in your way and you don’t require. What I love is this is built for purpose and easily customisable to your needs. As well as this \[SENSITIVE CONTENT\] went out of his way to give me feedback on my pitch and deck and this was amazing! Pros It’s easy to use, intuitive and fast. Setting up is simple and in minutes you have a funnel of prospective contacts with all their details Cons I haven’t found anything I don’t like about the product Review Source VR Verified Reviewer StartUp Technology - CEO Used the software for: 6-12 months ### "If you want to raise money, and don't understand the process use Foundersuite." December 14, 2017 5.0 The organization and the ease of use. I mean overall this the best software in the market, for all the tools you need to raise money like a pro. Pros The software is easy to use, and it breaks down the daunting process of research and organization and planning that goes into fundraising. It's broken down into bite sized, and project segments which can be understood by most people not used to raising capital. If you never raised capital, for a business on a professional level use this software. Cons Theirs very little, I would say the documentation flow. Their needs to be a template for convertible debt note and stuff like that within the software, and also the connection they ask you to get recommendations. But their needs to be a warmer introduction. Review Source Response from Foundersuite December 18, 2017 Thanks for the review. Just one update: there is now a convertible debt template within the Startup Docs collection. Jon F. CEO & Co-Founder Financial Services Used the software for: 6-12 months ### "Excellent CRM for investors" December 21, 2017 5.0 A number of resources and startup docs. A great CRM for managing investor relationships and guidance from an experienced team. Pros I like all the resources included in the subscription and having a single go-to place for managing our financing. The team and the community are also awesome. Cons Would be great if there was a way to help more with warm intros. The hardest part of creating a funnel when you are raising for the first time is finding those warm connections. Review Source SB Steve B. Managing Director Used the software for: 1-2 years ### "Huge Efficiencies in Fundraising!" December 19, 2017 5.0 Pros Great solution for tracking investor contacts, sharing with extended team and managing meetings. Foundersuite is a >10x improvement over spreadsheet or google sheet methods. I love the ease of searching for potential investors and moving them around the board as they get closer to investing. Cons Would like to have ability to group multiple individuals under same investor. Foundersuite works better for companies looking to raise funding from individuals rather than Angel groups or venture capital firms. This should be an easy fix. Review Source Response from Foundersuite December 19, 2017 Steve, thank you for the review! One note: just about a week ago we released a new feature, "Add VC Firm" which allows you to add multiple contacts under the same investor card (thus addressing one of your comments). We are also working hard on adding several thousand VC firms to the investor database (coming soon). Claire P. Investor Relations Internet Used the software for: Less than 6 months ### "The interface is very easy to use and it's the only solution dedicated to fundraise" December 18, 2017 5.0 The possibility to share the investor funnel between different people And to have visually a clear update in the fundraising process. Pros The visual aspect, the easy way to move investors in the funnel. Also, the possibility to generate monthly reports to investors Cons The only difficulty is the uploading of contacts that is not so easy if you have a long list from excel. Review Source David P. CEO & Co Founder Financial Services Used the software for: Less than 6 months ### "Foundersuite has incredibly improved my fundraising capacity" December 14, 2017 4.0 Improved my fundraising capacity. Pros The drag & drop CRM workflow is ideal for fundraising. Linking emails, fundraising estimates ect. make for a powerful workflow. Cons The monthly cost is a bit pricey and not incredibly robust as of yet. If the feature made fundraising completely seamless, it would be a no-brainer. Review Source JB Jack B. Co-founder Farming Used the software for: Less than 6 months ### "Accelerate Your Process" March 5, 2019 5.0 Using this tool has helped structure and clarify my fundraising process, which was fairly disorganized previously. It has helped hold myself accountable to following up and pushing leads to the end of the line, where they eventuate in either a rejection or an investment. Pros The tool is out-of-the-box useful...immediately start building investors cards and mapping them into your unique process. It honest-to-god makes it fun to cold call and get rejections and move on to the next prospect. Our rep and his team provide some of the most responsive support I've seen with any software tool. Cons There are micro features I wish I could change like remove a click here or there. Review Source Khizer H. Chief Technology Officer Computer Software Used the software for: 6-12 months ### "Really good way to keep track of investors and visualize your pipeline. " December 14, 2017 5.0 Pros The ability to find investors and track them in a sales pipeline set-up is the best part of Foundersuite. The fact that I can add their relevant investments as well as set-up follow-up messages is very useful. Cons I believe the inability to extract a .csv file in the free version has been an issue for us as we are not ready to upgrade to the full version yet. I believe the price point is currently too high for startups and should be lowered to reduce the barriers to entry. Perhaps a model similar to Liveplan or even Lucidchart could work. Review Source cG collin G. VP Finance Used the software for: 6-12 months ### "solid platform, with good initial features" December 14, 2017 4.0 Pros easy to manipulate, add investors, take current notes, share with other members of the team, and keep current with limited effort Cons would like to add different type of investors on main tab, such a debt financing. This would be an option at the top, as we are currently mixing those with equity investors Review Source DP Devang P. Head of Investment Strategy Hospital & Health Care Used the software for: 6-12 months ### "Devang's Experience" May 18, 2020 5.0 We are using Foundersuite to help organize our fundraising strategy and it has been the main software used for us to do so. Pros I liked how easy it was to organize between the different rounds that we are trying to fund raise and easily move between different potential targets for investment. Cons I felt that sometimes the software was laggy or everyone in our database would disappear for a breif time and then come up, leading to some slight confusion. Review Source VR Verified Reviewer Founder & CEO Apparel & Fashion Used the software for: Less than 6 months ### "Great product!" December 23, 2017 4.0 a lot Pros Aggregating all investor communications and deliverable materials to use helps ease some of the organizational challenges that go with fundraising and investor relations. Cons The CRM pipeline tool is a bit clunky and requires some manual data entry every now and then, but its nothing too dramatic. Review Source Joseph Z. Co-Founder Used the software for: Less than 6 months ### "Great platform for the busy founder looking to organize their fundraise approach" December 19, 2017 5.0 Pros \- Very specific for fundraising - integrations w/ angel.co + linkedin - Nathan the founder is great - he is very active w/ current customers Cons \- its somewhat tough to organize intros from your own network - but there are workarounds that still allow you to do this Review Source Similar Products Featured ## Related categories [Investment Management](https://www.capterra.com/investment-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.